Summary

I founded Level One in April 2004. I have been a self-employed accountant since 1992 and a self-employed financial planner since 1994. In addition to my Degree in Accounting, I am a member of the Institute of Chartered Accountants, have attained Certified Financial Planner status and am also an accredited Self Managed Superannuation Fund (SMSF) Specialist Adviser and SMSF auditor. Prior to becoming self-employed, I spent 7 years working in Sydney, including 4 years at the “2nd Tier” firm of PKF. Here I gained invaluable experience servicing a wide range of clients and businesses. Having spent the best part of 20 years working in both tax and financial planning, my extensive experience sets me apart from my peers.